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Mayflower Financial Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Mayflower Financial Advisors’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,789
Closed -$188K – 311
2020
Q4 		$188K Buy
+2,789
New +$170K 0.03% 264

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mayflower Financial Advisors's PSP Position: Q1 2021 in Review

Mayflower Financial Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2021, closing a stake of 2,789 shares — an estimated $188K sold.

Mayflower Financial Advisors first reported a position in PSP in Q4 2020 and held it in 1 quarter. The position peaked at $188K in Q4 2020. 77 funds tracked by Wall St. Rank hold PSP as of Q1 2021.

  • Mayflower Financial Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Mayflower Financial Advisors sold 2,789 Invesco Global Listed Private Equity ETF shares in Q1 2021, an estimated $188K.
  • Mayflower Financial Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q4 2020 and held it in 1 quarter.
  • Mayflower Financial Advisors's Invesco Global Listed Private Equity ETF position peaked at $188K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2021.

Based on Mayflower Financial Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.